Institutional Relationship Manager

Posted 5 Days Ago
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London, England
In-Office
Mid level
Fintech • Software • Financial Services
The Role
The Institutional Relationship Manager will develop and manage relationships with institutional clients, prospect new business, and collaborate internally to enhance client engagement.
Summary Generated by Built In
Company Description

Building the bank of tomorrow takes more than skills. 
It means combining our differences to imagine, discuss, code, develop, test, learn… and celebrate every step together. Share our vibes? Join Swissquote to unleash your potential.

We are the Swiss Leader in Online Banking and we provide trading, investing and banking services to +500’000 clients, through our performant and secured digital platforms.

Our +1000 employees work in a flexible way, without dress code and in multicultural teams. 
By having a huge impact on the industry, they are growing their skills portfolio and boosting their career in a fast-pace environment.

We are all in at Swissquote. As an equal opportunity employer, we welcome candidates from all backgrounds, experiences and perspectives to join our team and contribute to our shared success.

Are you all in? Don’t be shy, apply!

Job Description

We are seeking a highly motivated and commercially driven Relationship Manager to help build our UK presence. The successful candidate will be responsible for developing and managing relationships with institutional clients — including asset managers, hedge funds, pension funds, insurance companies, and other financial institutions.

 

Client Relationship Management

  • Prospecting and acquiring new clients and strengthening relationships, including asset managers, pension funds, hedge funds, and insurance companies.
  • Introduce UK clients to the Swissquote Bank product and services.
  • Manage each account to ensure that the client has a completed profile and that accounts are correctly maintained and serviced, specifically adhering to Swissquote’s internal guidelines, including compliance and risk management framework
  • Oversee the Customer Relationship Management (CRM) system, ensuring accurate and up-to-date client records.

 

Business Development & Growth

  • Assist in establishing the relationship management department in the UK.
  • Identify and cultivate prospects and new business opportunities.
  • Initiate and lead new business meetings, closing sales with institutional and private clients
  • Leverage relationships with existing institutional accounts through proactive, creative outreach initiatives.

 

Collaboration & Sales Support

  • Work with internal departments to ensure company practices align with client expectations.
  • Collaborate with the Marketing team to ensure sales materials are current, targeted, and effective.
  • Partner with Swissquote team members, SQHQ, and foreign office colleagues to further develop sales opportunities and strategies.

Qualifications

  • 2-6 years of experience in institutional sales within a Bank or Financial Institution
  • experience in institutional sales, experience in FX and Crypto markets, with an understanding of electronic trading platforms (e.g., Bloomberg, Integral, 360T) and pricing systems is a plus.
  • Entrepreneurial, strong interpersonal, and presentation skills, with the ability to engage sophisticated institutional clients.
  • Existing network and client relationships in UK
  • Success in onboarding institutional client relationships & building strong engagement
  • Languages: English (native), any other language is a plus

Additional Information

 

 

Top Skills

360T
Bloomberg
Crm Systems
Electronic Trading Platforms
Integral
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The Company
HQ: Gland
1,306 Employees

What We Do

We are Switzerland’s leading bank in online financial services and offer our clients innovative and state-of-the-art solutions to meet their investment needs.

Headquartered in Geneva, Switzerland, we have additional offices in Zurich, Luxembourg, London, Cyprus, Dubai, Hong Kong, Malta, Singapore, and Bucharest.

Swissquote Group Holding Ltd has been listed on the SIX Swiss Exchange (symbol: SQN) since May 2000 and is regulated by the Swiss Financial Market Supervisory Authority (FINMA).

As well as various online trading products - including stocks, bonds, funds derivative products, and cryptocurrencies – Swissquote also provides Forex, Robo-Advisory, and Mortgages solutions.

Today, we are proud to deliver our services to + 500’000 clients with access to more than 60 stock exchanges worldwide and can trade over 3 million products through performant and secure platforms.

Swissquote is the marketing brand for the activities of Swissquote Bank Ltd (Switzerland) regulated by FINMA, Swissquote Bank Europe SA (Luxembourg) regulated by the CSSF, Swissquote Bank Ltd (UK) regulated by the FCA, Swissquote Financial Services (Malta) Ltd regulated by the MFSA, Swissquote MEA Ltd. (UAE) regulated by the DFSA, Swissquote Pte Ltd (Singapore) regulated by the MAS, Swissquote Asia Limited (Hong Kong) licensed by the Hong Kong SFC.

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